Calendar & Skills

Calendar

In the assist calendar, you create, move, and review appointments without leaving your workflow.

• Views: Day, week, month, or agenda – depending on how you plan.
• Quick entry: Using the input field, you can create an appointment in one sentence, without a lengthy form.

Creating an appointment quickly

1. Open the calendar.
2. Use Quick entry.
3. Describe the appointment, time, and participants in one sentence.
4. Review the entry in the appropriate view.

Skills

With Skills, you define how assist handles recurring processes, rules, or task patterns in your company. A Skill has a name and type, a scope (such as strategy or technical), a priority, and a status. There are your own Skills and your organization’s Skills, which apply to the entire team – you create a new one with New Skill.

Tip

Good Skill candidates are things you explain the same way over and over: “This is how we write proposals” or “This is how we respond to complaints”. Once stored as a Skill, no one needs to be reminded again.

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phone overview